买股票就是买公司

认同

先把自己当成企业经营者，然后再当成股东，最后在这两个角色的视角下对企业进行分析。

应该是自己的分析师。把自己研究清楚

Whenever Charlie and I buy common stocks for Berkshire's insurance companies (leaving aside arbitrage purchases, discussed later) we approach the transaction as if we were buying into a private business. We look at the economic prospects of the business, the people in charge of running it, and the price we must pay. We do not have in mind any time or price for sale.Indeed, we are willing to hold a stock indefinitely so long as we expect the business to increase in intrinsic value at a satisfactory rate. When investing, we view ourselves as business analysts - not as market analysts, not as macroeconomic analysts, and not even as security analysts.

呵呵，完全不同意。
看的懂企业，不懂其所在的行业？
看的懂企业，不懂他的产品？
看的懂企业，不看他的财务状况？

有道理